PLUS GROUP WEALTH ADVISORS LLC

PrivateCIK: 2109515
Location

BELGIUM, WI

48
Positions
$106.33M
Total AUM (reported)
1.92M
Total Shares

Allocation by class

TOTAL AUM$106.33M48 positions
UNIT SER 1$12.12M11.4%
US LCAP VA ETF$9.28M8.7%
SMALL CP ETF$9.08M8.5%
INTL EQTY ETF$8.41M7.9%
SHS$8.36M7.9%
COM$8.28M7.8%
MID CAP ETF$8.04M7.6%

Portfolio Concentration

Top 328.7%4–1043.5%11–2520.4%Rest7.5%TOP 1072.1%0%100%
Top 3$30.47M28.7%
4–10$46.20M43.5%
11–25$21.70M20.4%
Rest$7.95M7.5%

Top 3 weight

28.7%

Top 10 weight

72.1%

Voting Authority Distribution

Total shares with voting rights: 1.92M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.92M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares16.46K
TypeSH
Market value$12.12M
11.40%
Sole
0.00
Shared
0.00
None
16.46K

SCHWAB STRATEGIC TR

SOLE
US LCAP VA ETF
Shares266.47K
TypeSH
Market value$9.28M
8.72%
Sole
0.00
Shared
0.00
None
266.47K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares29.95K
TypeSH
Market value$9.08M
8.54%
Sole
0.00
Shared
0.00
None
29.95K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares303.72K
TypeSH
Market value$8.41M
7.91%
Sole
0.00
Shared
0.00
None
303.72K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares173.52K
TypeSH
Market value$8.36M
7.86%
Sole
0.00
Shared
0.00
None
173.52K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares99.76K
TypeSH
Market value$8.04M
7.56%
Sole
0.00
Shared
0.00
None
99.76K

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares179.55K
TypeSH
Market value$6.08M
5.71%
Sole
0.00
Shared
0.00
None
179.55K

FIRST TR EXCHANGE-TRADED FD

SOLE
DJ INTERNT IDX
Shares22.38K
TypeSH
Market value$5.92M
5.57%
Sole
0.00
Shared
0.00
None
22.38K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares89.07K
TypeSH
Market value$5.32M
5.00%
Sole
0.00
Shared
0.00
None
89.07K

AMAZON COM INC

SOLE
COM
Shares17.08K
TypeSH
Market value$4.07M
3.83%
Sole
0.00
Shared
0.00
None
17.08K

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares35.77K
TypeSH
Market value$3.45M
3.24%
Sole
0.00
Shared
0.00
None
35.77K

SPDR SERIES TRUST

SOLE
ST INTER ETF
Shares110.57K
TypeSH
Market value$3.14M
2.95%
Sole
0.00
Shared
0.00
None
110.57K

FIRST TR EXCHANGE-TRADED FD

SOLE
FST LOW OPPT EFT
Shares54.83K
TypeSH
Market value$2.73M
2.57%
Sole
0.00
Shared
0.00
None
54.83K

NORTHERN LTS FD TR II

SOLE
ESSEN 40 STK ETF
Shares106.86K
TypeSH
Market value$2.12M
2.00%
Sole
0.00
Shared
0.00
None
106.86K

FIRST TR EXCHANGE-TRADED FD

SOLE
SSI STRG ETF
Shares26.77K
TypeSH
Market value$1.44M
1.35%
Sole
0.00
Shared
0.00
None
26.77K

ISHARES TR

SOLE
RUS MID CAP ETF
Shares11.52K
TypeSH
Market value$1.27M
1.20%
Sole
0.00
Shared
0.00
None
11.52K

GABELLI UTIL TR

SOLE
COM
Shares187.85K
TypeSH
Market value$1.24M
1.16%
Sole
0.00
Shared
0.00
None
187.85K

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares10.30K
TypeSH
Market value$1.18M
1.11%
Sole
0.00
Shared
0.00
None
10.30K

WEC ENERGY GROUP INC

SOLE
COM
Shares8.96K
TypeSH
Market value$1.05M
0.98%
Sole
0.00
Shared
0.00
None
8.96K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares1.11K
TypeSH
Market value$762.5K
0.72%
Sole
0.00
Shared
0.00
None
1.11K

FIDELITY COVINGTON TRUST

SOLE
HIGH DIVID ETF
Shares12.38K
TypeSH
Market value$746.6K
0.70%
Sole
0.00
Shared
0.00
None
12.38K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares7.01K
TypeSH
Market value$658.4K
0.62%
Sole
0.00
Shared
0.00
None
7.01K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares11.49K
TypeSH
Market value$648.8K
0.61%
Sole
0.00
Shared
0.00
None
11.49K

FIDELITY COVINGTON TRUST

SOLE
INT HG DIV ETF
Shares23.18K
TypeSH
Market value$634.5K
0.60%
Sole
0.00
Shared
0.00
None
23.18K

J P MORGAN EXCHANGE TRADED F

SOLE
RLTY INCOME ETF
Shares12.14K
TypeSH
Market value$633.3K
0.60%
Sole
0.00
Shared
0.00
None
12.14K
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